Getting Started with Offers

Qualified Offers allows you to offer customized content to your visitors while they’re on your website, serving top-of-funnel content to target audiences.

In this articles, we'll cover the following:

• Creating a New Offer
• CTA Types
• Offer Analytics

Creating a new Offer

To create a new Offer as a Qualified Admin: 

1. Go to Settings → Website → Offers.
2. Click the + Create new offer button.
3. Configure the Audience and Design (see details below).
4. Click Save.
5. If you create multiple offers, make sure to drag and drop the offers to place them in priority order with the most targeted Offer at the top of the list, and the least Targeted offer at the bottom.
6. When ready, toggle the offer to “Active” to make it visible to visitors on your website.

Audience

Configuring the Audience for an offer consists of two parts: Segment and Display Conditions.

Segment

The Segment section allows you to select a specific audience that should see the Offer, such as MQLs, target accounts, or specific industries. Our recommendation is to choose an Existing Segment already setup in your account, or create a new Segment for this section. Alternatively, you can choose the Custom audience option and configure the criteria from the available options. 

PRO TIP! To show an offer to all visitors on a specific page or domain, select Custom audience and use the drop down to select “Current Page” to add the page or domain.

Display conditions

Configure where and when this offer will be presented to visitors identified in the Segment section.

• Add Included Pages and/or Excluded Pages.
• Determine When to display the offer:
  • Immediately after page load
  • When user shows exit intent
• Add the Duration for the offer to ensure the offer no longer appears if it expires. 

Once the Segment and Display Conditions are configured, you’re ready to start designing the offer.

Design

Now it’s time for the fun part - designing the Offer! When you click the Design tab, you should see the page you added to the Display conditions loaded in Qualified, along with a preview of the Offer.

Follow the steps outlined below (and in-app) to customize the design of the offer:

1. Choose the Styleof the offer: 
   • Header
   • Footer
   • Pop-up
   • Sidebar (coming soon)
   • Embed (coming soon)
2. Under Appear on these devices choose which devices you would like to display the offer on.
3. Choose the CTAType: 
   • Button
   • Link
   • Form (Scroll down to CTA Types to learn more about building a Form Offer)
4. Add Content, including:
   • Headline
   • Body (only applicable for Pop-up style offers)
   • Button/Link Text 
   • Button/Link URL
5. Customize the Design:
   • Font - we will automatically pull in the fonts on your website to use for the offer. 
   • Offer - choose the background and text colors
   • Button or Link - If you chose the button CTA type, you’ll be able to select button styles from an existing button on the web page displayed
6. Customize the Interactionsettings:
   • Entrance: Choose from the available options. Click the reload icon on the right to preview the Entrance type.
   • Dismissal options: 
     • “Dismissable” - give visitors the ability to dismiss the offer, or uncheck to keep the offer persistent. 
     • “Remember visitor engagement / dismiss” - If the visitor engages with the Offer, or dismisses it, we won’t show it to them again. 
7. Click Save.

CTA Types

Qualified Offers include three CTA types: Button, Link, and Form

Button and Link

Button and Link CTA types function the same way, the difference is how the CTA is displayed within the Offer. When configuring a Button or Link CTA type, a destination URL is required. 

PRO TIP! Does the button or link URL have a form? Include UTM parameters in the button/link URL to track attribution when they fill out the form.

Form

The Form CTA type allows you to collect the visitor email within the Offer. 

Before finalizing the Design of your Offer using the Form CTA Type, you’ll need to setup a Form Experience. Follow the steps below:

1.  Go to Settings → Experiences → Forms and click + Create form experience. 

2. Make sure the Smart Form Experience is set to “Qualified form”, then continue to configure your Experience with a Push to Salesforce, or your MAP, and any other steps such as Adding a visitor to a Salesforce Campaign or Marketo Program or a Slack/Teams/Email alert.

3. Once complete, Save the form experience.

4. Use the “Active” toggle to enable the experience. 

5. Navigate to Website → Offers, and create a new offer or edit an existing offer.

6. Under the Design tab, select "Form" as your CTA type.

7. Then, select the form experience you just created from the dropdown.

• Note: Only enabled forms will be displayed within this dropdown)

Offer Analytics

Offer Analytics are available within the Offer configuration, under the Analytics tab. By default, we’ll track:

• Impressions
• Clickthroughs
• Dismisses

We’ll also track Qualified-related Conversions for clickthroughs:

• All conversions - total number of conversions detailed below.
• Bot conversations - visitor clickedthrough the Offer and had a bot conversation during the same session.
• Rep conversations - visitor clickedthrough the Offer and had a rep conversation during the same session.
• Meetings booked - visitor clickedthrough the Offer and booked a meeting via Qualified during the same session.
• Form fills - visitor clickedthrough the Offer and filled out a form that’s configured and active in a Form experience.